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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,758 | $167,353+16.4% | $143,797+35.4% | $134,545+44.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -9.69% | 0.48%-10.2pp | -0.04%-9.7pp | 418.37%-428.1pp |
| Employer contribution / active EE | $2,344 | $5,620-58.3% | $4,952-52.7% | $4,742-50.6% |
| Participant deferral / active EE | $6,872 | $6,447+6.6% | $5,638+21.9% | $6,401+7.4% |
| Admin fee / account holder | $2,846 | $18,096-84.3% | $14,679-80.6% | $11,431-75.1% |